CAL POLY CORPORATION

MANAGEMENT/ADMINISTRATIVE PERFORMANCE PLANNING & REVIEW FORM

MID YEAR EMPLOYEE SELF-EVALUATION
Name:
Department:
Evaluation Period - From:

Position Title:
Supervisor:
To:
PURPOSE

The performance planning and review process is designed to provide an opportunity for joint
performance planning. The key goals of the process are to:
Increase each employee's effectiveness in meeting the overall mission of the organization.
Ensure ongoing communication and feedback between the supervisor and employee.
Provide a formal basis for linking each employee's performance to his/her pay subject to
budget and funding.
The purpose of the self-evaluation is to gain your input and perspective prior to a formal
discussion with your supervisor.
1. Note your accomplishments/progress on a copy of the Performance Objectives page.
2. What other special contributions did you make during the mid year performance period?

3. Comment on any unplanned events and/or significant problems that may have prevented you
from fully achieving performance results so far during this evaluation period.

CURRENT YEAR
PERFORMANCE OBJECTIVES
Performance Review Insert the performance objectives developed at the beginning of the evaluation
period below and note the accomplishments/progress and any comments related to the objective.
Performance Standards
Accomplishments
and Objectives
and Comments
Rating
Progressing
% Weight
Not
progressing as
scheduled
% Weight

Progressing
Not
progressing as
scheduled

% Weight

Progressing
Not
progressing as
scheduled

% Weight

Progressing
Not
progressing as
scheduled

CAL POLY CORPORATION

PERFORMANCE FACTORS
Review your performance and accomplishments that support and advance the values of the Cal Poly
Corporation against the applicable performance factors. Include comments and examples in the general
comments section (add additional pages as necessary).

PERFORMANCE FACTORS

RATING

Job Knowledge:
Demonstrates and applies technical job knowledge essential to the
position's responsibilities and work assignments.
Maintains expertise and keeps current with developments in work specialty
area.
Comments:

Meets or Exceeds
Expectations
Still Developing or
Does not meet
expectations

Work Quality & Productivity:

Completes work thoroughly and accurately and checks own work.
Consistently produces at a level required by the position in a timely
manner; meets deadlines; results oriented.

Meets or Exceeds
Expectations
Still Developing or
Does not meet
expectations

Comments:
Problem Solving & Decision-Making:
Demonstrates ability to gather and analyze information in order to solve
problems; knows who to involve.
Makes timely decisions.
Develops alternative courses of action and uses judgment to select the
best approach based on organizational needs.
Accepts responsibility for decisions made and actions taken by self and
staff.
Comments:

Meets or Exceeds
Expectations
Still Developing or
Does not meet
expectations

Communication:
Expresses self clearly and effectively orally and in writing.

Easily understood by others in discussions, answering questions, and

making assignments.
Presents ideas and information in an organized manner.
Listens well; able to understand/interpret subtle meanings.
Comments:

Meets or Exceeds
Expectations
Still Developing or
Does not meet
expectations

Customer Service:
Identifies and anticipates needs of internal and external customers.
Establishes and maintains effective working relationships with other
individuals and departments to support the achievement of organizational
goals.

Operates from a perspective of respect, inclusion and equity for all.

Delivers work product and services in a way that brings credit to the
department, Corporation and University.
Comments:

Meets or Exceeds
Expectations
Still Developing or
Does not meet
expectations

Initiative & Self-Development:

Meets or Exceeds

CAL POLY CORPORATION

Demonstrates independence and resourcefulness by starting and

completing work with minimal prompting or direction.

Aware of strengths and weaknesses and works to improve performance.

Engages in professional growth.

Comments:

Expectations
Still Developing or
Does not meet
expectations

Teamwork:
Understands and considers how work and decisions impact others.
Accepts accountability for own assignments.
Recognizes the contributions of others.
Is open to new ideas and works to share information and resources.
Fosters a supportive work environment.
Uses collaboration in problem solving.
Shares information and resources.
Comments:

Meets or Exceeds
Expectations
Still Developing or
Does not meet
expectations

FOR SUPERVISORS AND MANAGERS ONLY:

Organizational Effectiveness:
Organizes and plans department work effectively, effectively delegates
work to enhance productivity,
Considers the financial and organizational impact of decisions and
manages within department budget.
Resourceful; effective use of people, time, funds, materials, equipment,
and facilities.
Comments:

Meets or Exceeds
Expectations
Still Developing or
Does not meet
expectations

Management :
Delegates work by communicating clear objectives and reviews work
results.
Effectively and fairly evaluates performance and works to develop
employees.
Is fair, open and consistent with others.
Effectively administers Equal Employment Opportunity (EEO) policies and
consistently applies EEO provisions in personnel decisions.
Serves as an effective coach, mentor and counselor.
Makes and meets commitments, accountable.
Comments:

Meets or Exceeds
Expectations
Still Developing or
Does not meet
expectations

Leadership:
Creates a motivating work environment and inspires teamwork.
Promotes an environment where others feel involved and are recognized
for accomplishments of group and individual goals.
Empowers others to know and do their jobs.
Facilitates professional growth in others.
Offers trust to others and demonstrates respect for all people.
Comments:

Meets or Exceeds
Expectations
Still Developing or
Does not meet
expectations